Enhance your client relationships
by making use of our investment management
expertise in a wide range of areas, and choose
those that best suit your clients’ needs.
Comprehensive solutions.
We provide investment funds and portfolio management options for all client segments, from clients with £500,000 of assets or more.
Our dedicated investment service to Financial Planners also draws from our Managed Portfolio Service, and our Multi-Asset portfolios.
Building
relationships.
Strong relationships built on trust are fundamental to our business, so we take time to get to know our financial planning partners and the needs of their clients, giving them access to a dedicated, bespoke investment management service tailored to those needs.
Investing puts capital at risk.
